Hardy & Hardy Co LLC offers investment advice and manages portfolios for individuals, trusts, estates, corporations, and profit-sharing plans. They tailor investment strategies to each client's needs, risk tolerance, and time horizon, using mutual funds, exchange-traded funds, stocks, bonds, certificates of deposit, life insurance, and annuities. Hardy & Hardy Co LLC does not manage client assets on a discretionary basis; they seek client approval before making any transactions. The firm's owners are also registered representatives of LPL Financial Services, through which they earn commissions on securities and insurance sales.
Assets Under Management$270M
Clients272
Advisors2
Avg. per Client$990K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. Advisors may discount fee schedule at their discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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